Y & H Soda Foundation
- Assets
- $110.8m
- Revenue
- $9.8m
- Investments
- $109.3m
- Employees
- 0
- Location
- Moraga, CA
- Founding
- 06/1968
- Data as of
- 12/2021
- EIN
- 94-1611668
Organization Overview
Y & H Soda Foundation is located in Moraga, CA. The organization was established in 1968. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Y & H Soda Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Y & H Soda Foundation generated $9.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 8.8% each year. All expenses for the organization totaled $8.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Y & H Soda Foundation has awarded 36 individual grants totaling $2,169,089. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Luis Arteaga CEO | 40 | $280,000 | |
Kappy L Dye CFO | 40 | $236,640 | |
Mary Doyle Sr Prog Officer | 40 | $136,932 | |
Rebeca Rangel Program Officer | 40 | $120,000 | |
Deborah L Floyd Accountant | 40 | $90,578 | |
Alfred Dossa Treasurer | 5 | $40,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Pimco | 12/30/21 | $839,425 |
Aspect Capital Limited | 12/30/21 | $151,589 |
Meketa Investment Group Inc | 12/30/21 | $113,333 |
Panagora Asset Management Inc | 12/30/21 | $107,840 |
Silver Rock Financial | 12/30/21 | $215,383 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,153,280 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,660,961 |
| Capital Gain Net Income | $6,660,961 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $9,814,241 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $239,900 |
| Other employee salaries and wages | $854,303 |
| Pension plans, employee benefits | $241,949 |
| Interest | $0 |
| Taxes | $188,069 |
| Depreciation | $125,386 |
| Occupancy | $44,646 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $456 |
| Other expenses | $820,617 |
| Total operating and administrative expenses | $4,163,008 |
| Contributions, gifts, grants paid | $4,098,500 |
| Total expenses and disbursements | $8,261,508 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $97,939 |
| Savings and temporary cash investments | $23 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $66,752 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $109,332,284 |
| Net Land, buildings, and equipment | $1,347,393 |
| Other assets | $0 |
| Total assets | $110,844,391 |
| Accounts payable and accrued expenses | $42,728 |
| Grants payable | $460,000 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $152,109 |
| Total liabilities | $654,837 |
Grants Awarded
Over the last fiscal year, Y & H Soda Foundation has awarded $460,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Berkeley, CA PURPOSE: GENERAL SUPPORT | $150,000 |
Oakland, CA PURPOSE: GENERAL SUPPORT | $150,000 |
CITY OF OAKLEY PURPOSE: WELCOMING OAKLEY PROGRAM | $60,000 |
Oakland, CA PURPOSE: ASCEND - BLACK-LED ORGANIZATIONS INITIATIVE | $50,000 |
Richmond, CA PURPOSE: CONTRA COSTA BUDGET JUSTICE COALITION | $50,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |